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SMSF expert advice

If you already have a Self Managed Super Fund (SMSF), you will know they can be the perfect vehicle for you to fund your family’s dream retirement. If you are considering a SMSF then it can be a great way to join the more than 1 million Australians who have taken control of their superannuation savings

Our independent SMSF advice gives you the confidence that our financial advice will always be in your best interests.

Our financial planners are the leading Self Managed Super fund experts in Sydney. They have been awarded the Best SMSF Advisor Award 2014; the Best SMSF Practice Award 2014 from the SMSF Association and are recognised on the Top 10 Financial Planners.

“I chose Quantum as my advisors because of their transparent fee for service model rather than a commission based approach. In addition to the transparency, I’ve also found that Claire and Tim Mackay are super smart people.”
Jo, Senior media executive
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New SMSF rules

From 1 July 2018, some of the biggest changes to super rules since 2007 commenced, including a raft of new acronyms (TBAR, TBA, TBC, etc). We have put together a summary of the major changes. […]

Quantum Mechanics

“Their level of knowledge and expert opinion across all aspects of financial matters has seen them gain an almost celebrity-like status.” […]

Count down to super changes

The new superannuation rules commence on 1 July. We have dedicated significant time and effort in analysing how the changes impact each of our wonderful clients. […]

Is it ever too early or too late to plan for your retirement?

In this NestEgg podcast, Claire Mackay discusses why it’s never too early or too late to plan for your retirement. […]

Progress on super changes

After a period of great uncertainty, in recent weeks the Federal Government has finally released the details of its planned changes to the superannuation rules. […]

Eye on the USA

As we all now know, on November 8, 2016 Donald Trump became US President-elect. He will assume office at his inauguration on January 20, 2017.

Note: To accompany this latest Investing Insights analysis, we’ve put together […]

Kochie & Claire discuss divorce & Brangelina

David Koch chats to Claire Mackay about the financial fallout from Brangelina and how to manage a divorce. […]

Kochie & Claire discuss changes to super

David Koch chats to Claire Mackay about the new rules in superannuation. […]

New new Super reforms – what do you need to know?

“So this is the way the super reforms end, not with a bang but a whimper” (with apologies to TS Elliot) […]

Client update on Brexit

We provide our updated research and analysis for clients post the UK Brexit vote.  […]

Client update on the election, markets and your super

We provide our updated research and analysis for clients post the 2016 Australian election.  […]

Advice for our jet setting retiree clients

We summarise the key issues for our jet-setting retiree clients following the material super changes announced in Budget 2016.  […]

Advice for our pre-retiree clients

We summarise the key issues for our clients in their mid 50s to mid 60s following the material super changes announced in Budget 2016.  […]

Advice for our turbo charger clients

We summarise the key issues for our clients in their mid 40s to mid 50s following the material super changes announced in Budget 2016.  […]

Uncertainty around the super changes

Here we outline the 4 key uncertainties around the super changes proposed by the Government.  […]

The orange one

The possible election of Donald Trump could have a significant impact on markets.
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Changing gears in Europe

Our recommendation – Changing gear in Europe. This is our revised Investing Insights advice for clients based on the ongoing Brexit issue.  […]

Why ‘the bank of Mum and Dad’ isn’t helping anyone

A recent Daily Life article discusses the trend for parents to continue to give money to their offspring well into adulthood.

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How to protect your retirement?

A recent ABC article explains what low interest rates really mean for retirees and savers.

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Our views on Budget 2016 (ABC TV)

Independent financial planner Claire Mackay shares her views on Budget 2016 on ABC TV.
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UPDATED Budget 2016 Survival Guide

Welcome to the UPDATED version of our Investing Insights Report special 2016 Federal Budget edition. […]

Our election outlook (or why elections don’t matter)

The July 2 Australian Federal election will be of great interest to many of our clients. In truth, in the same way the country appears split down the middle 50/50 between Mr Shorten and Mr Turnbull, so too are Quantum Financial clients. […]

What wealthy people need to do because of Budget 2016

Budget 2016 was the night the superannuation world shifted on its axis. Everything changed. […]

David Koch leads expert Budget panel

In the wake of the super changes in Budget 2016, Claire Mackay shared her views with Telegraph (Sydney), Advertiser (Adelaide), Courier Mail (Brisbane) and Herald Sun (Melbourne) readers. […]

Budget 2016 Survival Guide

Welcome to our Investing Insights Report special 2016 Federal Budget edition. […]

The Budget that killed SMSF growth

Cluedo, the great detective game: “I think it was Mr Morrison in the billiard room with the Budget” […]

Claire chats with Libby and David Koch

Claire Mackay chats with David and Libby Koch about all things financial. […]

Our advice to clients right now

10 years ago when I was a research analyst periods of market volatility were absolute hell. The phone would ring red hot with fund manager after hedge fund manager after fund manager demanding to know […]

Time to fire your advisor?

Disposing of the services of a financial advisor shouldn’t be done after one or two bad patches, but if there is a reason to part ways, then the quickest way is best.

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Will you outlive your money?

It is never too early to plan retirement, because gambling with your future is not to be advised. […]

The best investment strategy

Rather than hoping all your investments outperform the market, there is another approach that can help maintain an upward trajectory for your bottom line.

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Transition to retirement

Those heading towards their retirement should take stock of where they are today, and where they want to be at retirement. […]

Understanding the impact of inflation

When economists raise the topic of inflation today, most people’s eyes glaze over and their minds shift to their ‘happy place’. But knowledge is power.

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How much do you need to retire?

It is never too early to plan retirement, because gambling with your future is not to be advised.

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Pre-June 30 super health check

You regularly book your car for a service and have a dental check up. You regularly optimise your tax and review your family’s health insurance. Yet how often do you check your super?

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The lure of bricks and mortar

The attraction of owning property is clear – you can touch it, you can see it and you have the peace of mind that it will be there tomorrow and the day after.

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The myths of investing

To ensure that you are doing justice to your many years of hard work, it is crucial that you critically evaluate the conventional wisdom around managing your personal finances.

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Planning for aged care

Aged care is expensive and, with so many Australians living longer, the demand for facilities will only become more competitive. Plan early and you can help ease the transition for you or your family.

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Committing plans to paper

All the best intentions in the world will not help you navigate treacherous financial waters if you don’t have a detailed plan, and one that’s written down.

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The ingredients of a winning portfolio

The similarities between developing a successful portfolio of investments and creating a successful restaurant dish are, strangely enough, pretty striking.

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Get your house in order

It’s surprisingly common for family disputes over wealth to erupt after someone dies. But there are pre-emptive steps you can take to avoid this.

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SMSFs on borrowed time? (ABC TV)

Independent financial planner Claire Mackay and the Financial Services Inquiry Chair David Murray discusses Limited Recourse Borrowing Arrangements on ABC TV.
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Claire Mackay chats with David Koch

Six months ago, David Koch and independent financial planner Claire Mackay discussed confidence in the Australian economy. […]

Getting the right financial advice

Moira Geddes from News Corp chats with independent financial planner Claire Mackay about getting the right financial advice. […]

Super: Not so super?

“Nobody told me there’d be days like these. Strange days indeed – most peculiar mama” John Lennon

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What should you do with dividend payments?

Every 6 months investors are faced with an important decision regarding their dividend payments – should they re-invest them or use the cash proceeds for other purposes?

“For our clients who are approaching or are in […]

Avoid property spruikers in your SMSF

Quantum Financial’s Claire Mackay discusses how to avoid property spruikers when investing in your Self Managed Super Fund. […]

Advanced SMSF strategies

The final instalment of Tim Mackay’s comprehensive guide to the booming SMSF market.

[…]

Sex and Warren Buffett

For finance tragics like me, the annual release of Warren Buffet’s shareholder letter is an exciting event.

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Getting started in Self Managed Super Funds

Daniella Doughan chats to independent financial planner Claire Mackay from Quantum Financial about getting started in self-managed super funds (SMSF) on David Koch’s Business Builder / Yahoo Finance. […]

How to make the magic $1 million in super to fund your retirement

Investing surplus cash into superannuation, borrowing to invest and paying off the family home are the top strategies from advisers on how to hit the magic $1 million savings target for retirement. […]

Property investing in your SMSF

Quantum Financial’s Claire Mackay discusses the role of property investing in your SMSF. […]